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iShares US Financials ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMA
401
Pension & Wealth Management Advisors
Massachusetts
$26.3K +$26.5K +238 New
PCFFS
402
Pacific Center for Financial Services
California
$26.1K
WWP
403
WR Wealth Planners
Missouri
$25.3K -$10K -90 -28%
PGAM
404
Princeton Global Asset Management
New Jersey
$23.8K +$23.9K +215 New
LOIP
405
Live Oak Investment Partners
Texas
$23.4K
WT
406
Whittier Trust
California
$23.2K +$23.4K +210 New
HHGA
407
Halbert Hargrove Global Advisors
California
$22.8K +$22.9K +206 New
GCM
408
GKV Capital Management
California
$22.8K +$22.9K +206 New
RA
409
Rise Advisors
New York
$22.7K -$11.5K -103 -33%
RA
410
Ransom Advisory
Rhode Island
$22.1K
AA
411
AlphaMark Advisors
Kentucky
$22K
AssetMark Inc
412
AssetMark Inc
California
$20.8K +$20.9K +188 New
RLIM
413
Red Lighthouse Investment Management
New York
$20.3K
GSWM
414
Golden State Wealth Management
California
$20.3K +$20.5K +184 New
CJ
415
Caitlin John
Michigan
$19.5K
SAM
416
Smartleaf Asset Management
Massachusetts
$17.4K -$1.23M -11,019 -99%
CAL
417
Capital Analysts LLC
Pennsylvania
$17K
KWAG
418
Kiely Wealth Advisory Group
North Carolina
$14.1K
IBOK
419
Independence Bank of Kentucky
Kentucky
$12.7K -$5.57K -50 -30%
CAS
420
Coppell Advisory Solutions
Texas
$12.5K
FFA
421
Farther Finance Advisors
California
$11.9K
NMG
422
New Millennium Group
Utah
$11.1K -$445 -4 -4%
PWA
423
Physician Wealth Advisors
Utah
$11.1K +$11.1K +100 New
KBFS
424
Kohmann Bosshard Financial Services
Ohio
$11.1K +$11.1K +100 New
AA
425
Addison Advisors
Vermont
$11.1K